Bank of America

Bank of America Portfolio holdings

AUM $1.34T
1-Year Est. Return 19.29%
 

Bank of America, founded in 1904 as the Bank of Italy by Amadeo Giannini to serve immigrants in San Francisco, is now one of the largest financial institutions in the world, headquartered in Charlotte, North Carolina, following its 1998 merger with NationsBank. It provides a broad spectrum of services, including consumer banking, wealth management (through its Merrill division), commercial banking, and investment banking, managing trillions in assets and serving millions of customers globally.

This Quarter Est. Return
1 Year Est. Return
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$532B
AUM Growth
-$12.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,656
New
Increased
Reduced
Closed

Top Buys

1 +$8.94B
2 +$736M
3 +$711M
4
MRK icon
Merck
MRK
+$693M
5
NVDA icon
NVIDIA
NVDA
+$594M

Top Sells

1 +$5.01B
2 +$4.86B
3 +$1.71B
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.46B
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$873M

Sector Composition

1 Technology 10.09%
2 Financials 9.16%
3 Industrials 7.55%
4 Healthcare 7.36%
5 Consumer Discretionary 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1851
$13.4M ﹤0.01%
596,862
+212,773
1852
$13.4M ﹤0.01%
227,172
-137,299
1853
$13.4M ﹤0.01%
218,693
+90,256
1854
$13.4M ﹤0.01%
525,928
+24,976
1855
$13.4M ﹤0.01%
803,043
+184,927
1856
$13.4M ﹤0.01%
772,518
+358,585
1857
$13.3M ﹤0.01%
212,282
-84,491
1858
$13.3M ﹤0.01%
293,237
+30,121
1859
$13.3M ﹤0.01%
1,012,233
+103,688
1860
$13.3M ﹤0.01%
254,282
+217,748
1861
$13.3M ﹤0.01%
353,849
+67,419
1862
$13.2M ﹤0.01%
1,063,280
-78,950
1863
$13.2M ﹤0.01%
231,450
+109,407
1864
$13.2M ﹤0.01%
254,031
+127,637
1865
$13.2M ﹤0.01%
321,531
-37,733
1866
$13.2M ﹤0.01%
210,309
-12,514
1867
$13.2M ﹤0.01%
631,126
+31,096
1868
$13.2M ﹤0.01%
362,663
+800
1869
$13.1M ﹤0.01%
80,234
+24,416
1870
$13.1M ﹤0.01%
330,773
+12,433
1871
$13.1M ﹤0.01%
1,323,060
-200,287
1872
$13.1M ﹤0.01%
437,769
+134,004
1873
$13.1M ﹤0.01%
375,843
-142,838
1874
$13M ﹤0.01%
1,163,705
-222,153
1875
$13M ﹤0.01%
574,650
-246,115